JP Morgan Chase & Co

JP Morgan Chase & Co Portfolio holdings

AUM $1.57T
1-Year Est. Return 25.06%
 

JPMorgan Chase & Co., formed by the 2000 merger of J.P. Morgan & Co. and Chase Manhattan Bank, is a global financial services giant headquartered in New York City, tracing its roots back to 1799 through its predecessor firms. As one of the largest banks in the world, it operates across investment banking, commercial banking, asset management, and consumer banking, managing trillions in assets and serving millions of customers, corporations, and governments. Led by CEO Jamie Dimon since 2005, the firm is renowned for its role in high-profile deals, robust trading operations, and its Chase retail banking network, which includes extensive credit card and mortgage services. Combining a legacy of financial innovation with a dominant market presence, JPMorgan Chase remains a cornerstone of the global economy.

This Quarter Est. Return
1 Year Est. Return
+25.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$400B
AUM Growth
+$14.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,755
New
Increased
Reduced
Closed

Top Buys

1 +$963M
2 +$757M
3 +$728M
4
PM icon
Philip Morris
PM
+$691M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$652M

Top Sells

1 +$2.24B
2 +$732M
3 +$673M
4
GILD icon
Gilead Sciences
GILD
+$587M
5
MET icon
MetLife
MET
+$579M

Sector Composition

1 Financials 15.56%
2 Technology 12.02%
3 Healthcare 9.71%
4 Consumer Discretionary 9.06%
5 Industrials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2226
$3.12M ﹤0.01%
120,950
-19,203
2227
$3.12M ﹤0.01%
216,609
-30,350
2228
$3.12M ﹤0.01%
226,047
+10,939
2229
$3.11M ﹤0.01%
153,675
+68,541
2230
$3.11M ﹤0.01%
100,071
+64,690
2231
$3.1M ﹤0.01%
78,507
-81,256
2232
$3.09M ﹤0.01%
27,087
-46
2233
$3.09M ﹤0.01%
195,516
-113,542
2234
$3.09M ﹤0.01%
64,339
-61,713
2235
$3.08M ﹤0.01%
114,587
-11,235
2236
$3.08M ﹤0.01%
234,167
+64,017
2237
$3.08M ﹤0.01%
17,903
+1,744
2238
$3.07M ﹤0.01%
395,643
-375,399
2239
$3.07M ﹤0.01%
227,680
-158,982
2240
$3.07M ﹤0.01%
111,920
-32,603
2241
$3.07M ﹤0.01%
96,883
-7,930
2242
$3.07M ﹤0.01%
148,525
+3,100
2243
$3.06M ﹤0.01%
480,115
-58,765
2244
$3.06M ﹤0.01%
+237,236
2245
$3.06M ﹤0.01%
179,729
-97,140
2246
$3.06M ﹤0.01%
89,535
-69,420
2247
$3.06M ﹤0.01%
76,611
-242,632
2248
$3.04M ﹤0.01%
149,267
-447,212
2249
$3.02M ﹤0.01%
114,114
-57,768
2250
$3.02M ﹤0.01%
105,322
+8,392